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Portfolio (Quarterly) Guide ↗

First County Bank /CT/

· CIK 0001983616
13F Portfolio $213M AUM 385 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 53 Added 69 Reduced 5 Exited
Page 1 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IJS IShares S&P Small Cap 600 Value 50,032.0 $6.8M 3.22% -723.0 -1.4% $136.68 -1.2%
2 GOOGL Alphabet, Inc Class A Communication Services 13,343.0 $4.8M 2.24% -547.0 -3.9% $357.37 -6.3%
3 ABBV AbbVie Inc Healthcare 14,610.0 $3.7M 1.73% -91.0 -0.6% $251.64 +3.3%
4 AMZN Amazon.com Inc Consumer Cyclical 14,884.0 $3.5M 1.67% -226.0 -1.5% $238.34 +7.0%
5 AMD Advanced Micro Devices Technology 5,704.0 $3.3M 1.56% -90.0 -1.6% $580.91 -20.9%
6 CAT Caterpillar Inc Del Industrials 2,834.0 $3.0M 1.42% -88.0 -3.0% $1064.90 -26.8%
7 PM Philip Morris Intl Inc Consumer Defensive 14,318.0 $2.6M 1.22% -313.0 -2.1% $180.91 +3.4%
8 MRK Merck & Co Inc New Healthcare 18,788.0 $2.4M 1.14% -148.0 -0.8% $128.50 +16.7%
9 MCHP Microchip Tech Inc Technology 23,815.0 $2.2M 1.02% -7K -22.6% $91.20 -21.7%
10 EMR Emerson Electric Co Industrials 14,165.0 $2.0M 0.95% -2K -10.1% $143.15 +3.2%
11 PG Procter & Gamble Corp Consumer Defensive 13,199.0 $1.9M 0.91% -324.0 -2.4% $146.64 -0.3%
12 GILD Gilead Sciences Inc Healthcare 15,088.0 $1.9M 0.90% -411.0 -2.6% $126.34 +18.7%
13 CSCO Cisco Systems Inc Technology 14,697.0 $1.7M 0.81% -771.0 -5.0% $117.46 -6.6%
14 IJH IShares Core S&P MidCap ETF 21,119.0 $1.6M 0.77% -759.0 -3.5% $77.11 -3.3%
15 JNJ Johnson & Johnson Healthcare 6,398.0 $1.6M 0.77% -41.0 -0.6% $253.97 +6.8%
16 CRM Salesforce.com Inc Technology 9,931.0 $1.6M 0.73% -223.0 -2.2% $156.66 +64.8%
17 AMGN Amgen Inc Healthcare 4,058.0 $1.5M 0.69% -109.0 -2.6% $362.12 +21.0%
18 AEP American Elec Power Inc Utilities 10,284.0 $1.4M 0.66% -128.0 -1.2% $136.81 -10.1%
19 ORCL Oracle Corp Technology 9,595.0 $1.4M 0.66% -333.0 -3.4% $146.55 -3.6%
20 SCHV Schwab US Large Cap Value ETF 40,354.0 $1.4M 0.66% -759.0 -1.9% $34.81 -1.4%
Page 1 of 4  ·  69 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.3%
Healthcare 12.0%
Financial Services 11.2%
Industrials 9.8%
Consumer Defensive 7.6%
Energy 6.4%
Consumer Cyclical 6.2%
Communication Services 5.3%
Utilities 3.3%
Basic Materials 1.1%